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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-08 |
Branch Locations
3801 Pga Blvd #810, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Benchmark Partners Llc | Atlanta | GA | 08/2018 | 02/2022 |
| Florida Department Of Health In Duval County | Jacksonville | FL | 08/2017 | 08/2018 |
| Massage Envy At Bartram Park | Jacksonville | FL | 11/2016 | 12/2017 |
| Unemployed | Sierra Vista | AZ | 07/2016 | 11/2016 |
| Unemployed | Orlando | FL | 03/2022 | 05/2022 |
| Fortress Wealth Group | Orlando | FL | 06/2022 | 02/2023 |
| The Wealth Consulting Group | Orlando | FL | 02/2023 | 03/2025 |
| Ballentine Partners, Llc | Palm Beach Gardens | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-09 |
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